đQuickstart: Automations
Last updated
Last updated
Automations can be added in various places in Siteglide including:
Forms
WebApps
Modules
eCommerce
Navigate to the relevant feature and look for the Automations tab.
On the Automations tab there are 4 options, Integrations, Emails, API Calls and Custom:
Find out more about each type of Automation:
âšī¸Integration Automationsâšī¸A Transactional Email Exampleâšī¸An API Call Action Exampleâšī¸A Custom Liquid Action ExampleClick the 'Create New Integration' button and then choose a Siteglide Trigger and ensure you give it a name:
For Emails, API Calls and Custom you simply select the Trigger:
The setup and customisation varies depending on the Action type you use, please follow the relevant setup article:
âšī¸Integration Automationsâšī¸A Transactional Email Exampleâšī¸An API Call Action Exampleâšī¸A Custom Liquid Action ExampleIn all Automation Types, you can access the data of an item. In Integrations you simply select your data from the dropdown fields and in Emails, API Calls and Custom you can use {{data}}
or {{form}}
in your code editor.
You can use the Enable toggle to control whether an Automation is Live. If Enabled it would run the next time that Trigger Event occurs.
You can delete any automation using the red Delete Automation button that appears at the bottom of the automation itself (within the page, not in the bottom bar):